Law Firm Merger Planning Meeting Template

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When merging two law firms, host a working session with senior leaders to walk through important aspects of the business to finalize the upcoming merger.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Law Firm Merger Planning Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Law Firm Merger Planning Meeting
Today @ 10:30 - 11 AM
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Law Firm Merger Planning Meeting
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Law Firm Merger Planning Meeting Template
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What’s inside this Law Firm Merger Planning Meeting Template:


Review the scope and the goal of the meeting.

2Merger steering team

Define and assign the merger steering team.

  • Members
  • Scope

3Business development and cross-selling

Define and assign the business development and cross-selling team.

  • Members
  • Scope

4Practice Delivery

Define and assign the management of practice delivery.

  • Members
  • Scope

5Accounting and finance

Define and assign the management accounting and finance.

  • Members
  • Scope

6New business intake and conflicts

Define and assign who is in charge of new business.

  • Members
  • Scope

7HR, benefits, recruiting and training

Define and assign the HR aspects of the business.

  • Members
  • Scope

9Information technology

Define and assign how information technology will be managed.

  • Members
  • Scope

10Marketing and brand

Define and assign how marketing will be managed.

  • Members
  • Scope

11Action items

What are the next steps? What came out of this meeting?

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    Brittany Forsyth
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    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    John Gleeson
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    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

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    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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